Purchasing Approval and Receipt
Requisitions
Log into Oracle.
Find and Click on the “Procurement Tab.”
Find and Click on “Purchase Requisition (New)”
Click on the “Request Goods” tile.
Enter “Item Descriptions” and details from the quote (description, color, sizes, dates, etc.). Select the appropriate category for your budget account.
Enter “Quantity” in the number of items you are ordering. Select “UOM” (Unit of Measure) from the drop-down menu. Do NOT check the Negotiation required box.
“Supplier” is selected from the drop down Supplier Site is the full address. Select the PURchase address if applicable. This is what will appear on the Purchase Order.
a. PRImary.
b. PURchase is the purchasing location.
c. REMit is for payment.
d. Enter the Supplier Contact information, if known. Supplier Items enter the Item Number, SKU, etc.
e. You will need to revise the Supplier item number if you add additional items to your cart.
Manufacturer:
a. If known, complete the Manufacturer and Part Number.
Additional Information for Inventory purposes/Fixed Assets:
a. Inventory Building.
b. Inventory Room.
On the top right side click “Add to Cart.”
a. Option 1 View Cart.
b. Option 2 Create Another Request to add another item.
In the Cart
a. On the left side you will see the items in your cart.
b. On the right side in Requisition Summary click on the pencil icon.
c. Description and Justification leave blank.
d. Skip over Delivery, Project Costing, Charge Account, Budgetary Control.
e. Scroll To Additional Information.
a. Grant – State or Federal, select if applicable.
b. Return PO to Requester.
a. Select Yes for in store purchases such as Sam’s Club and Walmart.
f. Scroll to the bottom to attach the quote, proof, etc.
a. AN ATTACHMENT IS REQUIRED.
b. Sign and Date the quote if applicable.
g. Click Submit.
Requisitions (Staples Punchout)
Log Into Oracle.
Find and Click on the “Procurement Tab.”
Find and Click on “Purchase Requisition (New)”.
Click on the Requisition Tile located on the bottom of the screen.
Click on Staples.
Enter Zip Code.
Select the category you wish to shop and add item(s) to your cart.
When you are done shopping, click “Review and Check Out.”
Click on the Cart Icon in the top right corner.
Click on “Print Quote” and download the PDF.
Click on “Submit Order.”
In Oracle, go back to “Purchase Requisitions (New)”.
Click on the Requisition Tile located on the bottom of the screen.
Click Edit.
Edit the requisition summary.
Enter description and justification.
Attach quote PDF to requisition.
Add GL number (not necessary for Staples).
Click Submit.
